calendar-icon-ft.png Tuesday, October 13, 2026 new-clock-icon.png
 9:00 AM Pacific Time hourglass-icon.png
 30 minutes


Today’s economic landscape is filled with headlines competing for attention. The challenge is knowing which developments are truly shaping markets and which are simply creating distraction.

Join Jeff Schulze, Head Investment Strategist, Franklin Templeton Institute, for an exclusive live webinar as he examines the US economy through the lens of the Recession Risk Dashboard. Jeff will break down the key forces driving markets today, highlight emerging risks and opportunities, and explore potential turning points that investors should be watching closely.

Key Topics

  • US economy: energy crisis impact, consumer health post-OBBB stimulus, the tariff outlook, labor market weakness and implications for the Fed’s path forward.
  • US capital markets: rising long bond yield impact and durability, valuation and earnings outlook, and equity market leadership expectations in 2027.
  • Global landscape: a discussion on the necessary catalysts for durable non-US equity outperformance ahead.

Gain actionable insights and a clearer perspective on the economic and market trends shaping investment decisions today.

 
 

Important Legal Information | This event and the information provided therein is by invitation only. Franklin Distributors, LLC. Member FINRA/SIPC.

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About the Program: The Anatomy of a Recession (AOR) program provides practical, actionable insight on the U.S. economy and critical market trends. ClearBridge Investments, a specialist investment manager of Franklin Templeton, has offered the program since 2016, based on proprietary dashboards that track multiple indicators of recession and recovery. Monthly commentary, dashboard updates and presentations are available on the Anatomy of Recession page on Franklintempleton.com.











Featured speakers

Jeffrey-Schulze-circle-320x320.png

Jeff Schulze, CFA®

Head Investment Strategist, Franklin Templeton Institute

Jeffrey is a Head Investment Strategist with the Franklin Templeton Institute, the firm's global research and thought-leadership hub. In this role, he contributes capital market and economic insights to the institutional investor and financial advisor communities, drawing on the firm's diverse, specialist investment teams worldwide. Jeffrey synthesizes complex macroeconomic and capital market dynamics into clear, actionable insight, delivering high impact client presentations. He provides strategic market commentary that represents the Franklin Templeton Institute’s investment views across a wide range of forums.

He is the architect of the Anatomy of a Recession (AOR) program, which features a dashboard of 12 indicators tracking shifts in the U.S. economy that could signal increased recession risk. Jeffrey has more than 20 years of investment industry experience.

Prior to joining the Franklin Templeton Institute in August 2026, Jeffrey spent more than a decade at ClearBridge Investments, a specialist investment manager of Franklin Templeton. He joined ClearBridge in 2014 as a Senior Portfolio Specialist, was named an Investment Strategist in 2017, and became Head of Economic and Market Strategy in 2023. Before joining ClearBridge, he was a Portfolio Specialist at Lord Abbett.

Jeffrey received a B.S. in finance from Rutgers University and is a member of the CFA Institute. He is frequently quoted in the financial media, including the Wall Street Journal, Bloomberg, CNBC and Reuters.